Civic Intelligence

Trinity Episcopal School

990 • Fiscal year 2021 • EIN 56-2059568

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileWWW.TESCHARLOTTE.ORG
750 East 9th StreetCharlotte, NC 28202-3102

(704) 358-8101

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.10x

Higher debt load relative to assets than 34% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.40x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Net Margin

28th percentile

0.9%

Higher net margin than 28% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$316,255

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Asset Growth

57th percentile

11%

Faster asset growth than 57% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

6.0%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$42,878,442

Up $4,225,621 (+11%) from 2020

Net Assets

Up

$38,582,198

Up $4,392,404 (+13%) from 2020

Liabilities

Down

$4,296,244

Down $166,783 (-3.7%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin28th percentile

Revenue

Up

$10,627,054

Up $601,785 (+6.0%) from 2020

Expenses

Up

$10,531,482

Up $246,699 (+2.4%) from 2020

Net Income

Up

$95,572

Up $355,086 (+137%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2012: $24,664,284Liabilities 2012: $6,397,455Net Assets 2012: $18,266,8292012Assets 2013: $23,920,478Liabilities 2013: $5,324,264Net Assets 2013: $18,596,2142013Assets 2014: $25,024,608Liabilities 2014: $4,906,466Net Assets 2014: $20,118,1422014Assets 2015: $24,841,259Liabilities 2015: $4,243,366Net Assets 2015: $20,597,8932015Assets 2016: $26,846,534Liabilities 2016: $4,337,523Net Assets 2016: $22,509,0112016Assets 2017: $33,133,312Liabilities 2017: $4,203,128Net Assets 2017: $28,930,1842017Assets 2018: $37,165,230Liabilities 2018: $3,788,863Net Assets 2018: $33,376,3672018Assets 2019: $39,305,274Liabilities 2019: $4,943,014Net Assets 2019: $34,362,2602019Assets 2020: $38,652,821Liabilities 2020: $4,463,027Net Assets 2020: $34,189,7942020Assets 2021: $42,878,442Liabilities 2021: $4,296,244Net Assets 2021: $38,582,1982021Assets 2022: $39,313,678Liabilities 2022: $3,429,258Net Assets 2022: $35,884,4202022Assets 2023: $41,359,780Liabilities 2023: $3,261,003Net Assets 2023: $38,098,7772023Assets 2024: $42,567,418Liabilities 2024: $3,014,338Net Assets 2024: $39,553,0802024Assets 2025: $47,316,809Liabilities 2025: $3,732,082Net Assets 2025: $43,584,7272025

Highlighted filing

2021

Assets$42,878,442
Liabilities$4,296,244
Net Assets$38,582,198
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $7,371,7162012Expenses 2013: $7,710,5242013Revenue 2014: $8,557,140Expenses 2014: $8,114,039Net Income 2014: $443,1012014Revenue 2015: $9,079,450Expenses 2015: $8,546,066Net Income 2015: $533,3842015Revenue 2016: $11,626,922Expenses 2016: $9,140,832Net Income 2016: $2,486,0902016Revenue 2017: $15,610,570Expenses 2017: $9,567,811Net Income 2017: $6,042,7592017Revenue 2018: $13,075,052Expenses 2018: $9,785,062Net Income 2018: $3,289,9902018Revenue 2019: $10,441,364Expenses 2019: $9,959,775Net Income 2019: $481,5892019Revenue 2020: $10,025,269Expenses 2020: $10,284,783Net Income 2020: -$259,5142020Revenue 2021: $10,627,054Expenses 2021: $10,531,482Net Income 2021: $95,5722021Revenue 2022: $12,708,246Expenses 2022: $11,866,346Net Income 2022: $841,9002022Revenue 2023: $13,275,095Expenses 2023: $12,768,402Net Income 2023: $506,6932023Revenue 2024: $13,006,317Expenses 2024: $13,228,500Net Income 2024: -$222,1832024Revenue 2025: $16,157,612Expenses 2025: $13,656,485Net Income 2025: $2,501,1272025

Highlighted filing

2021

Revenue$10,627,054
Expenses$10,531,482
Net Income$95,572
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$13,331,748
Mission and Program Overview

Mission

Trinity episcopal school is committed to the breadth of the episcopal tradition in both its unity and diversity. A student of trinity episcopal school is challenged to academic excellence while honored as an individual with unique potential. As faculty and families together influence young lives, students themselves will be affirmed as ambassadors of grace, citizens who live and teach an ethic of service and respect for others. A student of trinity episcopal school is trained in the example of christ and toward a stewardship of healthy body, lively soul and discerning mind.

Trinity episcopal school is called to inspire young lives by creating outstanding scholars who are grounded in a firm spiritual foundation and an enduring commitment to the richness of diversity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,073,168$16,543,383▼ $529,785
Investments in Publicly Traded Securities$9,497,676$10,678,485▲ $1,180,809
Investments Other Securities$6,788,678$8,432,337▲ $1,643,659
Savings and Temporary Cash Investments$1,911,141$3,851,187▲ $1,940,046
Cash and Non-Interest-Bearing Accounts$1,405,260$2,059,358▲ $654,098
Pledges and Grants Receivable$1,565,781$864,570▼ $701,211
Accounts Receivable$288,265$326,891▲ $38,626
Prepaid Expenses and Deferred Charges$122,852$122,231▼ $621
Total Assets$38,652,821$42,878,442▲ $4,225,621
Liabilities
Tax Exempt Bond Liabilities$2,287,462$2,200,696▼ $86,766
Deferred Revenue$1,854,221$1,680,008▼ $174,213
Accounts Payable and Accrued Expenses$321,344$415,540▲ $94,196
Total Liabilities$4,463,027$4,296,244▼ $166,783
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,338,118$20,630,571▲ $1,292,453
Net Assets With Donor Restrictions$14,851,676$17,951,627▲ $3,099,951
Total Net Assets Fund Balance$34,189,794$38,582,198▲ $4,392,404
Total Liabilities and Net Assets / Fund Balance$38,652,821$42,878,442▲ $4,225,621

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,796,296$5,618,158$19,414,454
Other Land Buildings$516,504$1,885,405$2,401,909
Equipment$795,060$1,111,922$1,906,982
Land$1,435,523-$1,435,523
Other Securities$8,432,337--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$13,170,269$1,174,604▲ $3,949,996$425,302$17,869,567
2019$12,631,502$917,965▲ $99,402$478,600$13,170,269
2018$11,641,962$854,264▲ $529,445$394,169$12,631,502
2017$6,772,187$4,221,240▲ $875,327$226,792$11,641,962
2016$5,513,128$816,486▲ $668,573$226,000$6,772,187
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas J FranzHead of SchoolFT$261,972$54,283$316,255
Glenn E DahlenBusiness OfficerFT$109,954$12,630$122,584

Board Members and Trustees

NameTitle
Porter DurhamChair
Court YoungImmediate Past Chair
Amy ColacoTrustee
Ann ClarkTrustee
Anne BowmanTrustee
Casey RogersTrustee
David HatchTrustee
Dr Dana Mcdonald-mannTrustee
Dr Katherine AddisonTrustee
Eugene BrownTrustee
Frank TolliverTrustee
Holly Welch StubbingTrustee
Jamie KiserTrustee
Marcus ClarkeTrustee
Marisella CuervoTrustee
Maureen ShawTrustee
Rev Amanda K RobertsonTrustee
Tere EyeTrustee
Terrie Hagler GrayTrustee
Barbara CantisanoSecretary
Angus McbrydeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,147,155
Program Service Revenue
$8,687,389
Investment Income
$745,865
Other Revenue
$46,645
All Other Contributions
$1,147,155
Change in Net Assets
$95,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,510,519
Revenue Not Reported on Financial Statements
$2,116,535
Revenue Not Reported on Form 990
$4,296,832
Other Revenue Adjustments
$2,019,917
Total Revenue per Audited Statements
$12,807,351
Total Revenue per Form 990
$10,627,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,895,412
Other Expenses$2,616,153
Grants and Similar Amounts Paid$2,019,917
Total Fundraising Expense$324,745
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,761,662$1,227,451$124,070$4,113,183
Grants to Domestic Individuals$2,019,917--$2,019,917
Depreciation Depletion$615,440$202,604$27,843$845,887
Other Employee Benefits$482,471$163,243$50,831$696,545
Current Officers, Directors, Trustees, and Key Employees-$407,214$31,625$438,839
Occupancy$297,366$95,174$23,623$416,163
Payroll Taxes$206,496$111,600$10,099$328,195
Pension Plan Contributions$189,320$121,329$8,001$318,650
Office Expenses$104,366$53,179$10,036$167,581
All Other Expenses$45,008$88,454$28,028$161,490
Information Technology$76,030$24,334$6,040$106,404
Fees for Service Investment Mgmnt Fees-$96,618-$96,618
Interest$79,165$3,641$3,873$86,679
Fees for Services Accounting-$44,375-$44,375
Insurance-$38,920-$38,920
Fees for Services Other-$30,828-$30,828
Advertising$2,305$26,904-$29,209
Fees for Services Legal-$15,013-$15,013
Other Expenses$4,392$202$215$4,809
Travel-$78-$78
Total Functional Expenses$7,438,886$2,767,851$324,745$10,531,482

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,531,482
Expenses per Audited Statements$8,414,947
Total Expenses per Audited Statements$8,414,947
Expenses Not Reported on Financial Statements$2,116,535
Other Expense Adjustments$2,019,917
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority2018-10-18$2,500,000CONSTRUCTION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,500,000-$233,276-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee shall consist of the chair, vice chairs, secretary, treasurer, immediate past chair of the corporation and up to two at-large members, who are current trustees, to be appointed by the board chair. The head shall serve as an ex-officio member of the executive committee. Any officers not serving as trustees shall be nonvoting members of the executive committee. The executive committee shall have and may exercise all authority of the board in the management of the corporation between meetings of the board; however, no debt may be incurred without the approval of the board. The provision in these bylaws governing meetings, action without meetings, notice and waiver of notice, and quorum in voting requirements of the board apply to the executive committee.”

Form 990, Part VI, Section A, Line 7A

“The bishop of the episcopal diocese of north carolina appoints one trustee.”

Form 990, Part VI, Section A, Line 8B

“The executive committee has authority to act in certain matters between meetings. There are not always contemporaneous minutes. However, the committee does report any actions taken to the full board at the next meeting. Those actions are included in the minutes of the board meeting.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm and is reviewed by the cfo prior to its filing with the internal revenue service. The full board receives a public disclosure copy of the form 990 following its completion and filing.”

Form 990, Part VI, Section B, Line 12C

“The school has a conflict of interest policy that is signed annually. In the event of a potential conflict during the year, the affected party will recuse himself or herself from the discussion, vote or other decision making process. This policy applies to all officers, directors, trustees and key employees.”

Form 990, Part VI, Section B, Line 15

“The salary for the head of school is determined by the board of directors. The board reviews a salary survey from the national association of independent schools in order to determine the head of school's compensation. Documentation of the approval of compensation is in the board's executive committee minutes. The other salaries are set by the head of school and are based on salary information from multiple sources including the national association of independent schools and the charlotte-mecklenburg school system.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trinity Episcopal School
EIN
56-2059568
Phone
7043588101
Address
750 EAST 9TH STREET, CHARLOTTE, NC 28202-3102

Signing Officer

Name
Thomas J Franz
Title
Head of School
Phone
7043588101
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas J Franz
Formed
1998
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
115
Volunteers
300

Preparer

Firm
Cherry Bekaert Llp
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Amanda Adams
Phone
7043771678
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in allowance and discount on pledges receivable 83,844.”

Financial Statement Notes

PART V, LINE 4:

“The school's endowment consists of 12 individual funds established for a variety of purposes. The endowment includes donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. The percentage reported for permanent endowments includes amounts that must be maintained in perpetuity as well as accumulated earnings on such amounts that have not yet been appropriated for expenditure.”

PART X, LINE 2:

“Management has evaluated the effect of guidance surrounding uncertain tax positions and concluded that the school has no significant financial statement exposure to uncertain tax positions at june 30, 2021.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in allowance and discount on pledges receivable 83,844.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid & scholarships shown net of tuition on financials 2,019,917.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid & scholarships shown net of tuition on financials 2,019,917.”

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IRS990/ActivityOrMissionDesc0TRINITY EPISCOPAL SCHOOL IS CALLED TO INSPIRE YOUNG LIVES BY CREATING OUTSTANDING SCHOLARS WHO ARE GROUNDED IN A FIRM SPIRITUAL FOUNDATION AND AN ENDURING COMMITMENT TO THE RICHNESS OF DIVERSITY.
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IRS990/Desc0IN CHARLOTTE'S CENTER CITY, THE TRINITY EPISCOPAL SCHOOL K-8 PROGRAMS CREATE SCHOLARS, NURTURE SPIRITUALITY, EMBRACE DIVERSITY AND INSTILL INTEGRITY. THE SCHOOL EMROLLED 441 STUDENTS FOR THE 2020-21 SCHOOL YEAR AND GRADUATED 44 STUDENTS IN JUNE 2021.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2119153
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2212630
IRS990/Form990PartVIISectionAGrp/PersonNm0PORTER DURHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1ANGUS MCBRYDE
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBARA CANTISANO
IRS990/Form990PartVIISectionAGrp/PersonNm3DR KATHERINE ADDISON
IRS990/Form990PartVIISectionAGrp/PersonNm4ANNE BOWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5EUGENE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6ANN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm7MARCUS CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm8AMY COLACO
IRS990/Form990PartVIISectionAGrp/PersonNm9MARISELLA CUERVO
IRS990/Form990PartVIISectionAGrp/PersonNm10TERE EYE
IRS990/Form990PartVIISectionAGrp/PersonNm11TERRIE HAGLER GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMIE KISER
IRS990/Form990PartVIISectionAGrp/PersonNm14DR DANA MCDONALD-MANN
IRS990/Form990PartVIISectionAGrp/PersonNm15REV AMANDA K ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm16CASEY ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm17MAUREEN SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm18HOLLY WELCH STUBBING
IRS990/Form990PartVIISectionAGrp/PersonNm19FRANK TOLLIVER
IRS990/Form990PartVIISectionAGrp/PersonNm20COURT YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm21THOMAS J FRANZ
IRS990/Form990PartVIISectionAGrp/PersonNm22GLENN E DAHLEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21297102
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22109954
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt22BUSINESS OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt05334
IRS990/GainOrLossGrp/SecuritiesAmt0539207
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt02019917
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02019917
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02019917
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05334
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03243901
IRS990/GrossReceiptsAmt013331748
IRS990/GrossRentsGrp/RealAmt014400
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06040
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt024334
IRS990/InformationTechnologyGrp/ProgramServicesAmt076030
IRS990/InformationTechnologyGrp/TotalAmt0106404
IRS990/InsuranceGrp/ManagementAndGeneralAmt038920
IRS990/InsuranceGrp/TotalAmt038920
IRS990/InterestGrp/FundraisingAmt03873
IRS990/InterestGrp/ManagementAndGeneralAmt03641
IRS990/InterestGrp/ProgramServicesAmt079165
IRS990/InterestGrp/TotalAmt086679
IRS990/InvestmentIncomeGrp/ExclusionAmt0201324
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0201324
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06788678
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08432337
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09497676
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010678485
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08615485
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017073168
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016543383
IRS990/LandBldgEquipCostOrOtherBssAmt025158868
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02704694
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt032245
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt032245
IRS990/MissionDesc0TRINITY EPISCOPAL SCHOOL IS COMMITTED TO THE BREADTH OF THE EPISCOPAL TRADITION IN BOTH ITS UNITY AND DIVERSITY. A STUDENT OF TRINITY EPISCOPAL SCHOOL IS CHALLENGED TO ACADEMIC EXCELLENCE WHILE HONORED AS AN INDIVIDUAL WITH UNIQUE POTENTIAL. AS FACULTY AND FAMILIES TOGETHER INFLUENCE YOUNG LIVES, STUDENTS THEMSELVES WILL BE AFFIRMED AS AMBASSADORS OF GRACE, CITIZENS WHO LIVE AND TEACH AN ETHIC OF SERVICE AND RESPECT FOR OTHERS. A STUDENT OF TRINITY EPISCOPAL SCHOOL IS TRAINED IN THE EXAMPLE OF CHRIST AND TOWARD A STEWARDSHIP OF HEALTHY BODY, LIVELY SOUL AND DISCERNING MIND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034189794
IRS990/NetAssetsOrFundBalancesEOYAmt038582198
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0544541
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0544541
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt014400
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt014400
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04212988
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt019338118
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020630571
IRS990/NoncashContributionsAmt03128
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt023623
IRS990/OccupancyGrp/ManagementAndGeneralAmt095174
IRS990/OccupancyGrp/ProgramServicesAmt0297366
IRS990/OccupancyGrp/TotalAmt0416163
IRS990/OfficeExpensesGrp/FundraisingAmt010036
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt053179
IRS990/OfficeExpensesGrp/ProgramServicesAmt0104366
IRS990/OfficeExpensesGrp/TotalAmt0167581
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt083844
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt050831
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0163243
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0482471
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0696545
IRS990/OtherExpensesGrp/Desc0CURRICULUM/STUDENT PROG
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2LOAN FEES
IRS990/OtherExpensesGrp/FundraisingAmt0461
IRS990/OtherExpensesGrp/FundraisingAmt1215
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016690
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1202
IRS990/OtherExpensesGrp/ProgramServicesAmt0544758
IRS990/OtherExpensesGrp/ProgramServicesAmt110190
IRS990/OtherExpensesGrp/ProgramServicesAmt24392
IRS990/OtherExpensesGrp/TotalAmt0544758
IRS990/OtherExpensesGrp/TotalAmt127341
IRS990/OtherExpensesGrp/TotalAmt24809
IRS990/OtherRevenueTotalAmt032245
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0124070
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01227451
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02761662
IRS990/OtherSalariesAndWagesGrp/TotalAmt04113183
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010099
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0111600
IRS990/PayrollTaxesGrp/ProgramServicesAmt0206496
IRS990/PayrollTaxesGrp/TotalAmt0328195
IRS990/PensionPlanContributionsGrp/FundraisingAmt08001
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0121329
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0189320
IRS990/PensionPlanContributionsGrp/TotalAmt0318650
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01565781
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0864570
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0122852
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0122231
IRS990/PrincipalOfficerNm0THOMAS J FRANZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/Desc2AFTER SCHOOL DAY CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08426728
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1177993

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,878,442
Liabilities
$4,296,244
Net assets
$38,582,198
Revenue
$10,627,054
Expenses
$10,531,482
Net income
$95,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.3$3.73$43.6$16.2$13.7$2.50
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.6$3.01$39.6$13.0$13.2$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.4$3.26$38.1$13.3$12.8$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$3.43$35.9$12.7$11.9$0.84
2021Detailed filing. Detailed filing data is available for this year.$42.9$4.30$38.6$10.6$10.5$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$4.46$34.2$10.0$10.3$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$4.94$34.4$10.4$9.96$0.48
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.2$3.79$33.4$13.1$9.79$3.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$4.20$28.9$15.6$9.57$6.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$4.34$22.5$11.6$9.14$2.49
2015Detailed filing. Detailed filing data is available for this year.$24.8$4.24$20.6$9.08$8.55$0.53
2014Detailed filing. Detailed filing data is available for this year.$25.0$4.91$20.1$8.56$8.11$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$5.32$18.6$7.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$6.40$18.3$7.37